Adam Miller - Creative Planning Financial Group

Adam Miller, CFA, CEPA

Wealth Advisor, Creative Planning Financial Group
Associate Advisor, Creative Planning Wealth Management of ACPI

Adam is the first call his clients make for any complex financial questions that arise, providing peace of mind and clarity. He helps business owners, incorporated professionals, and executives achieve their goals through financial planning, investment management, and exit planning.

Adam recently joined David Chasson’s team where they collaborate to provide white-glove service for their clients.
Adam has a strong background in teaching, possessing the ability to distill complex financial concepts into digestible, relatable content.

Adam graduated with distinction from the Lazaridis School of Business at Wilfrid Laurier University with an Honours Bachelor of Business Administration. Adam is a CFA charterholder and holds the Certified Exit Planning Advisor (CEPA) credential. When not in the office, he can be found playing hoops or giving back to his local community.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.